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Company:
CIRO OCRI
Category:
Consulting
Posted: May 30, 2024
40 Temperance Street
Suite 2600
Toronto, ON M5H0B4, CAN
Description Position Title: Senior Advisor, Office of the Investor
Department: Office of the Investor
Location: Toronto
Status: Permanent Full-Time (Hybrid)
Reporting to the Manager, Office of the Investor, the Senior Advisor is responsible for contributing to the Office of the Investor's mandate to support investors including investor education, research, outreach, engagement and policy initiatives.
Key Responsibilities:
Investor Education
Lead the development of educational materials to assist investors in better understanding personal finance, investment products, risks and regulatory protections
Work with other members of the Office of the Investor team to deliver investor education and outreach through multiple channels and delivery methods
Collaborate with other organizations on educational initiatives.
Research and Investor Protection Initiatives
Lead research that assists in better understanding investor behavior, circumstances and outcomes.
Use research to test policy proposals
Lead research projects including procurement and dissemination of results
Provide subject matter expertise on initiatives to better protect investors and advance the investor perspective within the organization
Assist in the development of investor-focused policy initiatives
Support the Investor Advisory Panel
Support the IAP in coordinating with internal and external parties, conducting research and preparing materials for meetings and communications
Engagement and Outreach
Engage with external stakeholders, including investors, investor and consumer advocacy groups, regulators and others
Partner and collaborate internally to understand emerging investor issues and provide feedback on regulatory priorities and initiatives
Education and Experience:
Minimum of 5 years of relevant work experience in investment industry regulation, consumer protection, investor education, communications or digital content design and delivery
Experience in financial services and investments, with understanding of the complex and broad issues faced by the organization and industry
Experience in stakeholder management
Experience drafting policy or educational content
Experience analyzing data
University education
Key Skills and Competencies:
Excellent written communication, content writing and verbal presentation skills
Strong ability to build relationships and work closely with internal and external stakeholders at all levels
Ability to multitask and strong organizational skills
Strong ability to lead projects as part of a team or independently
Advanced problem-solving and critical-thinking skills to comprehend complex issues and develop appropriate solutions
French or other language skills are an asset
While we appreciate receiving applications, only those applicants who closely meet the position requirements will be contacted.
CIRO is committed to employment practices that are inclusive and accessible. Accommodations for individuals with disabilities are available. Should you require accommodation, please contact Human Resources.
•
Suite 2600
Toronto, ON M5H0B4, CAN
Description Position Title: Senior Advisor, Office of the Investor
Department: Office of the Investor
Location: Toronto
Status: Permanent Full-Time (Hybrid)
Reporting to the Manager, Office of the Investor, the Senior Advisor is responsible for contributing to the Office of the Investor's mandate to support investors including investor education, research, outreach, engagement and policy initiatives.
Key Responsibilities:
Investor Education
Lead the development of educational materials to assist investors in better understanding personal finance, investment products, risks and regulatory protections
Work with other members of the Office of the Investor team to deliver investor education and outreach through multiple channels and delivery methods
Collaborate with other organizations on educational initiatives.
Research and Investor Protection Initiatives
Lead research that assists in better understanding investor behavior, circumstances and outcomes.
Use research to test policy proposals
Lead research projects including procurement and dissemination of results
Provide subject matter expertise on initiatives to better protect investors and advance the investor perspective within the organization
Assist in the development of investor-focused policy initiatives
Support the Investor Advisory Panel
Support the IAP in coordinating with internal and external parties, conducting research and preparing materials for meetings and communications
Engagement and Outreach
Engage with external stakeholders, including investors, investor and consumer advocacy groups, regulators and others
Partner and collaborate internally to understand emerging investor issues and provide feedback on regulatory priorities and initiatives
Education and Experience:
Minimum of 5 years of relevant work experience in investment industry regulation, consumer protection, investor education, communications or digital content design and delivery
Experience in financial services and investments, with understanding of the complex and broad issues faced by the organization and industry
Experience in stakeholder management
Experience drafting policy or educational content
Experience analyzing data
University education
Key Skills and Competencies:
Excellent written communication, content writing and verbal presentation skills
Strong ability to build relationships and work closely with internal and external stakeholders at all levels
Ability to multitask and strong organizational skills
Strong ability to lead projects as part of a team or independently
Advanced problem-solving and critical-thinking skills to comprehend complex issues and develop appropriate solutions
French or other language skills are an asset
While we appreciate receiving applications, only those applicants who closely meet the position requirements will be contacted.
CIRO is committed to employment practices that are inclusive and accessible. Accommodations for individuals with disabilities are available. Should you require accommodation, please contact Human Resources.
•
Read the full job description and apply online on the recuiter's web-site
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